If they were to give up their consumer gpu lead and let AMD overtake them that will lead to more AMD support in ML, enabling AMD to eventually compete in the server gpu space too.
If they were to give up their consumer gpu lead and let AMD overtake them that will lead to more AMD support in ML, enabling AMD to eventually compete in the server gpu space too.
The moat is their high quality libraries for speeding up common operations on Nvidia gpus.
AMD refuses to invest in ML and build the same libraries. Their stack is horribly buggy to the point of being unusable. It takes forever for their ML stack to get support for their new GPUs, even the crappy version they always produce.
If you start having physical space guarantees, then the calculus changes...
"The break-even point for a desktop vs a cloud instance at 15% utilization (you use the cloud instance 15% of time during the day), would be about 300 days ($2,311 vs $2,270):"
And that was written before the current GPU crunch and assumes availability in the cloud, which currently is not a given at all.
[1] https://timdettmers.com/2023/01/30/which-gpu-for-deep-learni...
I think many, maybe even most, would claim this is now best done on cloud services, like huggingface.co.
Stable Diffusion blew up when people are able to run it at home.